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3,489 hedge funds and large institutions have $222B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,533 increasing their positions, 1,416 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.95B | Put options by funds: $1.77B

8% more repeat investments, than reductions

Existing positions increased: 1,533 | Existing positions reduced: 1,416

0.04% more ownership

Funds ownership: 77.22%77.26% (+0.04%)

9% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 160

2% less funds holding

Funds holding: 3,5443,489 (-55)

8% less capital invested

Capital invested by funds: $242B → $222B (-$20.5B)

41% less funds holding in top 10

Funds holding in top 10: 193114 (-79)

Holders
3,489
Holders Change
-55
Holders Change %
-1.55%
% of All Funds
50.1%
Holding in Top 10
114
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-40.93%
% of All Funds
1.64%
New
145
Increased
1,533
Reduced
1,416
Closed
160
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2951
TriaGen Wealth Management
California
$335K
BWA
2952
BlueChip Wealth Advisors
Georgia
$334K
WRPWM
2953
Werba Rubin Papier Wealth Management
California
$334K +$73.9K +622 +27%
HP
2954
Highlander Partners
Texas
$333K
LIA
2955
Lynx Investment Advisory
District of Columbia
$333K +$79.5K +669 +30%
GCA
2956
Gradient Capital Advisors
California
$332K +$13.5K +114 +4%
KOC
2957
Koss-Olinger Consulting
Florida
$332K +$7.37K +62 +2%
RC
2958
Reik & Co
New York
$331K
PWMG
2959
Private Wealth Management Group
New Jersey
$330K +$1.07K +9 +0.3%
KWM
2960
Kaydan Wealth Management
Michigan
$330K +$345K +2,908 New
MCM
2961
Mattern Capital Management
Colorado
$330K
RLWM
2962
RF&L Wealth Management
Massachusetts
$329K +$345K +2,900 New
FA
2963
FDx Advisors
Illinois
$329K -$238 -2 -0.1%
HBT
2964
Hills Bank & Trust
Iowa
$328K -$5.94K -50 -2%
SPI
2965
Santori & Peters Inc
Pennsylvania
$328K -$27.3K -230 -7%
MWM
2966
MinichMacGregor Wealth Management
New York
$328K +$594 +5 +0.2%
WWC
2967
Waypoint Wealth Counsel
Georgia
$327K -$5.58K -47 -2%
RAM
2968
Riggs Asset Management
Pennsylvania
$327K -$1.74M -14,664 -84%
MFG
2969
Menard Financial Group
Texas
$326K +$8.32K +70 +3%
EFL
2970
ERn Financial LLC
Wisconsin
$326K +$35.3K +297 +12%
RA
2971
Rational Advisors
New York
$325K +$91.4K +769 +37%
GJIA
2972
Glass Jacobson Investment Advisors
Maryland
$325K
MAA
2973
Matrix Asset Advisors
New York
$325K
MWM
2974
Mosley Wealth Management
California
$323K +$57K +480 +19%
KW
2975
KWB Wealth
California
$323K +$1.31K +11 +0.4%

MRK Hedge Fund Activity: Q3 2024 in Review

3,489 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2024, worth a combined $222B — down 8.5% from $242B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of MRK and 145 opened new positions — a net loss of 15 holders — while 1,416 trimmed existing stakes and 1,533 added.

The largest buyer was Vanguard Group, adding an estimated $609M. The largest seller was DZ Bank, cutting an estimated $1.3B.

  • 3,489 institutional investors held Merck (MRK) as of Q3 2024, down from 3,544 in Q2 2024.
  • Funds reported $222B of Merck stock for Q3 2024, down 8.5% quarter-over-quarter.
  • 145 funds opened new Merck positions in Q3 2024 and 160 closed out, a net change of -15 holders.
  • The largest Merck buyer in Q3 2024 was Vanguard Group, an estimated $609M added.
  • The largest Merck seller in Q3 2024 was DZ Bank, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2024.